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ChathamDirect User Group Meeting

Date:
September 15, 2021 from 3-4:30 p.m. EDT
Location:
Virtual Meeting
  • Jason Kirwan

    ChathamDirect

    Corporates | Kennett Square, PA

  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Jamie Weaver

    Managing Director
    ChathamDirect and Hedge Accounting

    Corporates | Kennett Square, PA

Summary

Join a small group of ChathamDirect direct power users for a collaborative discussion designed to improve the service you receive and the product you count on. Because of your deep experience with our platform, we’re hoping you can join us as a key contributor.

Key takeaways

  • Receive a preview of new product features and functionality
  • Provide live feedback and influence product direction
  • Share best practices with your peer technology professionals

Register now


September user group

In this meeting, we will explore the upcoming release of Balance Sheet Exposure Analysis for Business Intelligence. Key features include:

  • Total, direct and indirect exposure by account type, entity, currency
  • Exposure history and trends
  • Exposure actuals vs. forecast vs. hedge coverage
  • Seasonality and year-over-year comparisons
  • Intra-month remeasurement by entity, currency, account type

About the speakers

  • Jason Kirwan

    ChathamDirect

    Corporates | Kennett Square, PA

  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Jamie Weaver

    Managing Director
    ChathamDirect and Hedge Accounting

    Corporates | Kennett Square, PA


Disclaimers

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.

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